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OFI INVEST ASSET MANAGEMENT: WM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of OFI INVEST ASSET MANAGEMENT on WM, newest first. How the timeline and the estimate are built.

OFI INVEST ASSET MANAGEMENT held 16,444 WM shares at 2026-06-30 per its 13F-HR filed 2026-07-17.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 16,444 shares
    Change vs previous 13F +305 shares

    0.03% of the 13F portfolio, value $3,205,666.

    13F-HR 0001977602-26-000005 filed by OFI INVEST ASSET MANAGEMENT
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 16,139 shares
    Change vs previous 13F -36,428 shares

    0.04% of the 13F portfolio, value $3,218,696.

    13F-HR 0001977602-26-000004 filed by OFI INVEST ASSET MANAGEMENT
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 52,567 shares
    Change vs previous 13F +44,894 shares

    0.14% of the 13F portfolio, value $9,833,961.

    13F-HR 0001977602-26-000002 filed by OFI INVEST ASSET MANAGEMENT
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 7,673 shares
    Change vs previous 13F +38 shares

    0.03% of the 13F portfolio, value $1,442,067.

    13F-HR 0001977602-25-000011 filed by OFI INVEST ASSET MANAGEMENT
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 7,635 shares
    Change vs previous 13F -1,224 shares

    0.04% of the 13F portfolio, value $1,488,300.

    13F-HR 0001977602-25-000006 filed by OFI INVEST ASSET MANAGEMENT
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 8,859 shares
    Change vs previous 13F +176 shares

    0.05% of the 13F portfolio, value $1,898,674.

    13F-HR 0001977602-25-000003 filed by OFI INVEST ASSET MANAGEMENT
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 8,683 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $1,692,074.

    13F-HR 0001977602-25-000002 filed by OFI INVEST ASSET MANAGEMENT
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).